Tagged With: mutual funds
Well, shoot. In my research for the post on style boxes, I noticed something I had never quite noticed before: there are other style boxes other than the one for mutual funds. Awkward. So let’s talk about the style boxes I missed. And then some.
If you’ve played around with investment websites at all, and ever looked up mutual funds at all, you’ve no doubt noticed a little 3×3 square. For example, on the Vanguard page for its Total Stock Market Index Fund, you see this: Meanwhile, the Vanguard Growth Index Fund shows this: And the Vanguard Small-Cap Index Fund … Continue reading
So Vanguard has “elite” status tiers with extra benefits for those who qualify. The tiers start at $50,000. But $50,000 is a lot of money to many of you. Me too. And while it’s nothing approaching the roughly $1,000,000 that we’re all going need in order to retire well, the first $50,000 is always the … Continue reading
I want everyone to be an investing expert. Thankfully, I also believe that simplicity in investing is best. Create a Roth IRA, put money into low-cost index funds, and repeat this every month. When I say “low-cost index funds”, I’m talking about a special class of mutual funds. These are no-load, passive funds, designed to … Continue reading
I’m not usually in the business of talking about stock advice, but every once in a while, I make an exception. Many people charge hundreds, even thousands, of dollars to get access to certain people’s stock tips, but I’m offering this one to you for free. You don’t need to even sign up for … Continue reading
One of my first rules of investing is: don’t invest in anything that you don’t understand. As we all need to be investing experts, this carries a certain weight with me. And while the answer to “what should I invest in?” is a large and thorny topic, it’s safe to say that mutual funds … Continue reading